Betterment LLC
AVES icon

Betterment LLC’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Betterment LLC’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$658K Sell
10,024
-231
-2% -$15.1K ﹤0.01% 427
2026
Q1 		$615K Buy
10,255
+1,793
+21% +$111K ﹤0.01% 396
2025
Q4 		$493K Sell
8,462
-652
-7% -$37.7K ﹤0.01% 409
2025
Q3 		$523K Buy
9,114
+88
+1% +$4.89K ﹤0.01% 380
2025
Q2 		$483K Buy
9,026
+4,045
+81% +$200K ﹤0.01% 361
2025
Q1 		$235K Buy
+4,981
New +$233K ﹤0.01% 435

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Betterment LLC's AVES Position: Q2 2026 in Review

Betterment LLC reduced its Avantis Emerging Markets Value ETF (AVES) stake by 2.3% in Q2 2026, selling an estimated $15.1K and leaving 10,024 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Betterment LLC first reported a position in AVES in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Betterment LLC held 10,024 shares of Avantis Emerging Markets Value ETF worth $658K as of Q2 2026.
  • Betterment LLC sold 231 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $15.1K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #427 holding.
  • Betterment LLC first reported a position in Avantis Emerging Markets Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.